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Why does 'Project ID' field not appear until after you have selected an expense category

Posted on by Microsoft Employee

Hi,

Just wondering why you cannot select a project ID until after you have selected an expense category.
My company uses specific categories for different projects so it would be logical to select the project first.

Cheers,

Sam

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Why does 'Project ID' field not appear until after you have selected an expense category

    Unfortunately we have personalised the initial page that pops up when you create an expense report, so users cannot fill in a project ID or a purpose here.

    This is because we have no use for the purpose field and 1 expense report could be for several different project IDs,

    Cheers,

    Sam

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Why does 'Project ID' field not appear until after you have selected an expense category

    Users are able to submit expense reports fine. The process of which field you fill in first just didn't seem to flow that well to us. Haven't been able to improve it, unfortunately.

    Thanks for all the responses.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Why does 'Project ID' field not appear until after you have selected an expense category

    This does make sense as to why project ID wouldn't show from the start, although it's still frustrating that you don't seem to be able to change it.

    Cheers,

    Sam

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Why does 'Project ID' field not appear until after you have selected an expense category

    We do use validation but I have tried turning all forms of it off in our test environment and it doesn't help.

    Cheers,

    Sam

  • Rahul Mohta Profile Picture
    Rahul Mohta 21,012 on at
    RE: Why does 'Project ID' field not appear until after you have selected an expense category

    let us know if our suggestions helped and if the expense report got submitted with/without project

  • qianwang Profile Picture
    qianwang 7,151 on at
    RE: Why does 'Project ID' field not appear until after you have selected an expense category

    Hi Sam,

    When employees create an expense report, each expense entered must be associated with an expense category. So the field 'Expense Category' is required, but the field of project ID is not.

    Regards,

    QianQW

  • Suggested answer
    Rahul Mohta Profile Picture
    Rahul Mohta 21,012 on at
    RE: Why does 'Project ID' field not appear until after you have selected an expense category

    also check the setup for category validation at project level

  • Crispin John Augustine Profile Picture
    Crispin John Augustine 37,079 on at
    RE: Why does 'Project ID' field not appear until after you have selected an expense category

    Please have a look here community.dynamics.com/.../expense-reports-reimagined

    at the Expense Fields Visibility topic

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Why does 'Project ID' field not appear until after you have selected an expense category

    The 3 options are display, do not display & read only... Project ID is already set to display.

  • Crispin John Augustine Profile Picture
    Crispin John Augustine 37,079 on at
    RE: Why does 'Project ID' field not appear until after you have selected an expense category

    There is a standard partly setup (& partly programmed) configuration for handling visibility for different field groups.

    Look at Expense Management>>Setup>>General>>Expense Report Fields

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